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Hartford Financial Services

566 hedge funds and large institutions have $15B invested in Hartford Financial Services in 2013 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 183 increasing their positions, 223 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 39

42% more call options, than puts

Call options by funds: $224M | Put options by funds: $157M

14% more capital invested

Capital invested by funds: $13.1B → $15B (+$1.84B)

7% more funds holding

Funds holding: 531566 (+35)

0.39% less ownership

Funds ownership: 93.07%92.68% (-0.39%)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

18% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 223

Holders
566
Holders Change
+35
Holders Change %
+6.59%
% of All Funds
16.43%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.49%
New
78
Increased
183
Reduced
223
Closed
39
Calls
$224M
Puts
$157M
Net Calls
+$66.4M
Net Calls Change
+$8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.05B +$3.71M +107,871 +0.4%
State Street
2
State Street
Massachusetts
$961M +$1.71M +49,744 +0.2%
JP Morgan Chase
3
JP Morgan Chase
New York
$816M -$45.6M -1,323,493 -6%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$504M -$29.3M -850,029 -6%
BIT
5
BlackRock Institutional Trust
California
$431M +$1.02M +29,752 +0.3%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$411M -$7.57M -219,910 -2%
NIMC
7
NWQ Investment Management Company
California
$404M -$46.1M -1,337,676 -11%
Lord, Abbett & Co
8
Lord, Abbett & Co
New Jersey
$390M -$39.4M -1,143,406 -10%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$340M -$26.2M -761,103 -7%
SP
10
Sarasin & Partners
United Kingdom
$282M +$8.32M +241,634 +3%
RP
11
RR Partners
New York
$278M
Lazard Asset Management
12
Lazard Asset Management
New York
$265M +$93.5M +2,716,913 +59%
Goldman Sachs
13
Goldman Sachs
New York
$251M -$115M -3,349,689 -33%
TCIM
14
TIAA CREF Investment Management
New York
$238M -$4.63M -134,411 -2%
PI
15
Putnam Investments
Massachusetts
$237M +$33.5M +973,679 +18%
Northern Trust
16
Northern Trust
Illinois
$226M -$1.77M -51,273 -0.8%
ETC
17
Evercore Trust Company
New York
$219M -$12.6M -367,156 -6%
PC
18
Paulson & Co
New York
$216M
BFA
19
BlackRock Fund Advisors
California
$206M -$102K -2,967 -0.1%
LSV Asset Management
20
LSV Asset Management
Illinois
$203M -$534K -15,500 -0.3%
BG
21
BlackRock Group
United Kingdom
$202M +$47.1M +1,367,347 +32%
WHG
22
Westwood Holdings Group
Texas
$177M -$2.79M -81,066 -2%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$166M +$2.39M +69,275 +2%
SI
24
Scout Investments
Missouri
$161M -$3.34M -96,956 -2%
SB
25
Suntrust Banks
Georgia
$159M +$7.39M +214,501 +5%

HIG Hedge Fund Activity: Q4 2013 in Review

566 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q4 2013, worth a combined $15B — up 14% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new HIG positions and 39 closed out — a net gain of 39 holders — while 183 added to existing stakes and 223 trimmed.

The largest buyer was Cramer Rosenthal McGlynn, opening a new position worth an estimated $133M. The largest seller was Citadel Advisors, cutting an estimated $158M.

  • 566 institutional investors held Hartford Financial Services (HIG) as of Q4 2013, up from 531 in Q3 2013.
  • Funds reported $15B of Hartford Financial Services stock for Q4 2013, up 14% quarter-over-quarter.
  • 78 funds opened new Hartford Financial Services positions in Q4 2013 and 39 closed out, a net change of +39 holders.
  • The largest Hartford Financial Services buyer in Q4 2013 was Cramer Rosenthal McGlynn, an estimated $133M added.
  • The largest Hartford Financial Services seller in Q4 2013 was Citadel Advisors, an estimated $158M sold.

Based on aggregated 13F filings for Q4 2013.